Mutual funds continue to be a popular investment option for retail investors. At year-end 2017, retail investors owned 90 percent of the 18.7 trillion U.S. mutual fund assets, with the remaining 10 percent owned by institutional investors. Mutual funds appeal ...

Tagged with: Patricia Foster The Informed Investor

Nearly half of all U.S. households have investments in mutual funds. An estimated 100 million mutual fund investors include individuals from all age and income groups, with baby boomers accounting for a substantial portion. Yet, despite the enormous popularity of ...

Tagged with: Patricia Foster The Informed Investor

Three significant trends have transformed the financial services marketplace in recent decades. The defined contribution plan has replaced the defined benefit plan as the principal retirement vehicle provided by most employers in the private sector. Advisory accounts are now more ...

Tagged with: Patricia Foster The Informed Investor